Take This Job, I’m Retiring
With an increasing contingency of employees opting for early retirement, Andy Baxley, CFP®, Sr. Financial Planner at our Chicago office, shares with Kiplinger a couple of keys areas to evaluate before boxing up your belongings. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a […]
Here’s What 8 Financial Planners Say You Should Do With Your Money During Inflation
Andy Baxley, Sr. Financial Planner at our Chicago office shares tips with Fortune on how to be strategic with your money as inflation surges. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him […]
Consider These Year-End Tips to Lower Your Tax Bill or Boost Your Refund
Andy Baxley, Sr. Financial Planner at our Chicago office shares tips with CNBC on how to be strategic with year-end charitable gifts. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.
Mind the Gaps – Why Many DIY Investors Falter
By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took hundreds of years of economic and technological advancements for equity investments to become widely accessible. There were many important milestones along the way— the first modern mutual fund in 1924, the […]
The Three Dimensions of Risk
By Andy Baxley, CFP ®, CIMA ® As financial planners, we spend a lot of time talking with our clients about risk. In the markets, as in life, accepting certain calculated risks is an essential component of growth and progress. To achieve desired outcomes, we must be willing to embrace uncertainty and accept the possibility […]
The 6 Concepts You Should Know to Be Financially Literate
The Wall Street Journal recently interviewed Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner in an article to help you learn investing jargon. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him […]
What is Financial Life Planning?
By Andy Baxley, CFP ®, CIMA ® I’ll never forget the day I passed the exam to become a Certified Financial Planner professional. The relief I felt that day was truly indescribable. The stress, late nights, and seemingly endless sea of flashcards had finally paid off. I was ready to be a financial planner. Or […]
You’ll Probably Have to Retire Earlier Than Planned
Money.com recently quoted Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner, in an article how to prepare for retiring. Andy shares his knowledge about the link between working longer and it’s benefits to our health, psychological, and social benefits. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago […]
The Benefits of Working Longer
Kiplinger recently featured Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner.In this article, Andy raises a valuable point regarding the financial impact of women that retire early to match their older spouses retirement date. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The […]
Insights from a Financial Planner Who Works with Academics
Listen to Podcast Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.
‘You Have to Be Smart’: Are You a First-Time Investor Who Wants a Slice of Gamestop’s Epic Ride? Read This First
MarketWatch recently quoted TPC’s Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner. In this article, Andy explains the risks and lessons of short selling stock. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. […]
…Should I Claim Social Security Early?
MarketWatch recently published an article, “I’m 63, unemployed since March, and have $220,000 in retirement savings – should I claim Social Security early?” that featured a quote by TPC’s Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner. In this article, Andy encourages them to cut expenses or find income from other sources. Read the Entire […]
